See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,034 | $157,256-72.6% | $141,162-69.5% | $152,861-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 38.29% | 64.32%-26.0pp | 71.39%-33.1pp | 345.32%-307.0pp |
| Employer contribution / active EE | $5,619 | $5,261+6.8% | $4,735+18.7% | $4,762+18.0% |
| Participant deferral / active EE | $13,430 | $7,109+88.9% | $6,709+100.2% | $5,850+129.6% |
| Admin fee / account holder | $102 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |